Profile
Robert Carl Kuehn was the founder and had founded Fulcrum Capital LLC in 2007, where he held the title of Chief Investment Officer.
He also worked as Chief Investment Officer at EverTrust Asset Management.
Mr. Kuehn received his undergraduate degree and MBA from Utah State University.
Former positions of Robert Carl Kuehn
Companies | Position | End |
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Fulcrum Capital LLC
Fulcrum Capital LLC Investment ManagersFinance Fulcrum Capital LLC is a wealth management company that provides custom plans and insights to create real impact for their clients. The private company is based in Seattle, WA and was founded in 2007 by Robert Carl Kuehn, Darcy Berube Johnson. The company aims to elevate the wealth management experience beyond the expected and deliver dynamic and meaningful solutions. Michelle Aimee Mathieu has been the CEO of the company since 2017. | Founder | 30/01/2019 |
EverTrust Asset Management
EverTrust Asset Management Investment ManagersFinance EverTrust Asset Management, a subsidiary of EverTrust Financial Group, Inc. (NASDAQ: EVRT), is a registered investment advisor located in Seattle, Washington. The firm provides services to affluent individuals, families and nonprofit organizations. | Chief Investment Officer | 30/10/2007 |
Training of Robert Carl Kuehn
Utah State University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 2 |
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EverTrust Asset Management
EverTrust Asset Management Investment ManagersFinance EverTrust Asset Management, a subsidiary of EverTrust Financial Group, Inc. (NASDAQ: EVRT), is a registered investment advisor located in Seattle, Washington. The firm provides services to affluent individuals, families and nonprofit organizations. | Finance |
Fulcrum Capital LLC
Fulcrum Capital LLC Investment ManagersFinance Fulcrum Capital LLC is a wealth management company that provides custom plans and insights to create real impact for their clients. The private company is based in Seattle, WA and was founded in 2007 by Robert Carl Kuehn, Darcy Berube Johnson. The company aims to elevate the wealth management experience beyond the expected and deliver dynamic and meaningful solutions. Michelle Aimee Mathieu has been the CEO of the company since 2017. | Finance |
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